Samuel
Lees
Florida Financial Advisors, LLC
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About this Advisor
Samuel Lees is a financial advisor based in Philadelphia, Pennsylvania, working with Florida Financial Advisors, LLC. Samuel has previously held positions at Florida Financial Advisors Dba Tristate Financial Advisors, The College Of New Jersey, National Freight Industries, Walmart, Amazon Prime (In Whole Foods), and Cherry Hill High School East And Beck Middle School. Samuel has passed the Series 65 regulatory exam and is registered to provide services in Florida and Pennsylvania. Currently, Samuel is part of Florida Financial Advisors, LLC, which operates out of Philadelphia, Pennsylvania. The firm has 10 offices and 310 employees. The firm manages assets totaling $199.0 million and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Florida Financial Advisors, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Florida Financial Advisors, LLC Brokerage Details
$199,000,000
310
1,371
$145,150
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Samuel Lees Work History
Florida Financial Advisors Dba Tristate Financial Advisors
The College Of New Jersey
National Freight Industries
The College Of New Jersey
National Freight Industries
The College Of New Jersey
Walmart
The College Of New Jersey
Amazon Prime (In Whole Foods)
Cherry Hill High School East And Beck Middle School
Disclosures
Please visit the SEC profile of Samuel Lees to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Florida Financial Advisors, LLC
Philadelphia, PA
Jacksonville, FL
Philadelphia, PA
Philadelphia, PA
Nashville, TN
Orlando, FL
Vienna, VA
Tampa, FL
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